M. Kulyk & Associates, LLC SHV Holdings History
M. Kulyk & Associates, LLC's iShares Short Treasury Bond ETF Holding Summary
As of 2025-03-31, M. Kulyk & Associates, LLC held 162,118.00 shares of iShares Short Treasury Bond ETF(SHV), totaling $17.91 Mil. This investment constitutes 4.1% of their stock portfolio, and M. Kulyk & Associates, LLC now holds 0.08% of the outstanding iShares Short Treasury Bond ETF(SHV) stock.
The initial trade took place in 2023Q2. And since then M. Kulyk & Associates, LLC has made 6 purchases of SHV, at an average price of $109.48, for a total of 211,712.00 shares. In addition, there have been 2 sales at an average price of $110.30 for 49,594.00 shares. Based on historical transaction data and SHV's current price of $110.30, M. Kulyk & Associates, LLC's estimated gain on his SHV holdings is $173,280.49, reflecting a 0.75% gain to date.
M. Kulyk & Associates, LLC SHV ($110.30) Holding Chart
M. Kulyk & Associates, LLC SHV ($110.30) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
